Job Title: Clinical Payments Analyst I
Client: Large Life Sciences Company
Duration: 12 month contract with the possibility for extension
WHAT YOU'LL DO
This position is responsible for various financial analysis activities for the Clinical Study Payments Team including but not subject to, new study budget review, study and site budget set up, invoice processing, customer service inquiries. It is also responsible for various reporting and month end activities.
Major and On-going Job Duties:
• Acts as a liaison and consultant for specific study team's monthly analysis, budgeting,
quarterly forecasting, and annual strategic planning processes
• Responsible for generating and processing clinical study reimbursements which include
invoices and quarterly payments
• Assist in the facilitation of new study budget set up, quarterly payments, and special
reports
• Support internal and external audits by preparing and providing relevant reports and
analysis
• Special project analysis and support involving clinical study payment data
• Work as a liaison with the Clinical Study Data Systems team for application
enhancements
• Performs analysis of clinical study payment data per defined requirements
• Resolves and/or facilitates resolution of problems including identifying causes of
problems to prevent re-occurrence of problems
• Promotes confidentiality of financial and other data at all times
• Reviews, updates, and adheres to all Standard Operating Procedures
• Researches payments issues for accuracy and presents findings to departments as
necessary
• Review contract and grant agreements for financial risk and billing issues
• Prepares monthly projection analysis report for Clinical Trials which provides anticipated
associated financial revenue for upcoming visits
• Reviews study budget in Clinical Study Payments Application to ensure proper visit
accruals
Other Duties:
• Remains current on developments in field(s) of expertise
• Performs related functions and responsibilities, on occasion, as assigned
Experience & Training:
Equivalent education level and experience required:
Must have 1-3 years' experience in finance/accounting.
1-2 years' experience in invoicing
Ability to manage multiple applications at once (Concur, Oracle, SAP)
Previous experience within a clinical trial setting or clinical research setting is highly preferred for this position
• Experience with automated accounting systems. Strong knowledge of relational databases
preferred.
• Demonstrated familiarity with MS Office, especially Word, and Excel.
• Demonstrated oral and written interpersonal, communication, analytical, presentation, and
organizational skills.
• Ability to meet deadlines/work independently. Must be adept at handling multiple assignments
in a timely manner and meeting assigned deadlines.
• Strong analytic skills and demonstrated capacity for accuracy.
• Ability to interact with people at all levels of the organization in a professional manner.
• Ability to maintain confidentiality of sensitive information.
• Ability to analyze processes and procedures and recommend improvements.
Preferred:
• Bachelors Degree in Accounting, Business Administration or Computer Information Systems.
• Prefer experience in a manufacturing environment and/or clinical research environment.
• Experience with Microsoft SQL Server, Reporting Services, Analysis Services, a plus.
Other Skills/Characteristics:
• Working under general supervision, is accountable for completing assigned routine to
moderately complex assignments accurately, on time and in accordance with departmental
procedures.
• Errors will have impact on team/organization results.
• Takes initiative to ensure work is done accurately and completely.
• Performs assignments of moderate complexity and in accordance with Company policy and
procedures, within specified parameters, and in accordance with FDA rules and regulations.
• Applies existing work methods to different known situations.
• Problems involve recurring, routine to non-standard situations; usually consults with supervisor or more senior level personnel within the department on more complex problems.
$44k-70k yearly est. 4d ago
Looking for a job?
Let Zippia find it for you.
Capital Markets Associate
Spectrum Search Group
Research analyst job in Dallas, TX
Spectrum Search is working closely with a top-end real estate advisory firm. The company is doing very well and looking to add to the team.
Responsibilities:
Build detailed financial models and pro formas using market data and legal due diligence.
Create high-quality marketing materials and offering memorandums.
Conduct in-depth market and submarket analysis (inventory, absorption, rent/vacancy trends).
Review complex legal documents (leases, PSAs, loan agreements, etc.).
Interview brokers, appraisers, and investors to gather market insights.
Analyze economic, demographic, and real estate data for presentations.
Collaborate with senior team members and gain direct exposure to the firm's founder.
Develop skills to source new financing opportunities and represent the firm in the real estate community.
Compensation: $85k-$100k base + 20-40% bonus potential
Schedule: In-office
$85k-100k yearly 3d ago
Analyst - Investment Management
CAZ Investments
Research analyst job in Houston, TX
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Analyst - Investment Management
As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Analyst in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
2-4 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel and PowerPoint
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
$58k-100k yearly est. 2d ago
FTR Analyst
L.Knighton
Research analyst job in Houston, TX
We are hiring an FTR Analyst to join our collaborative trading platform, with a pathway to a trading role. Analysts support trading across multiple US power markets, with current hiring focused on MISO, SPP, and PJM.
Ideal Candidate Profiles:
Profile 1: Power Market / Congestion Analyst
Experience with congestion fundamentals
Understanding of nodal pricing, transmission constraints, outages, and basis drivers
Market experience in MISO, SPP, or PJM strongly preferred
Profile 2: Data / Quant-leaning Analyst (FTR interest)
Strong data-handling background with an interest in FTRs and power markets
Comfortable working with large datasets
Willingness to learn market structure and congestion dynamics
Additional Information:
Familiarity with Python required
Collaborative, self-starters
Opportunity to grow into a trading role
Compensation: $150,000 base + discretionary bonus.
$150k yearly 4d ago
Data Analyst
Pyramid Consulting, Inc. 4.1
Research analyst job in Dallas, TX
Immediate need for a talented Data Analyst. This is a 06+months contract opportunity with long-term potential and is located in Dallas TX (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Pay Range: $40 - $45/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Requirements and Technology Experience:
Key skills; Data Analyst, Data Modelling, Data Quality, Data Governance
Hands on technical Data Analysis experience
SQL and Python is a must to be able to code and demonstrate coding experience (will solve coding problems during interview)
Data Analysis process, Data Modeling, Data Quality, Metadata, Data Governance knowledge is preferred.
Healthcare knowledge will be preferred.
Microsoft Azure and Fabric experience will be preferred.
Our client is a leading Healthcare Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
$40-45 hourly 5d ago
Team Member - Immediate Openings
McAlister's Deli
Research analyst job in Carrollton, TX
We are hungry, and we aren't just talking about sandwiches! Come taste success at one of America's largest restaurant franchisees. Want to learn more? Watch our video! (****************************
Our Mission: Put people at the heart of everything we do
Our Values: Genuine Hospitality, Employee Development, Growth & Profitability, Operational Excellence, Products & Safety, Community Involvement
Hourly Pay Rate: $9.00 - $15.50 / per hour
About the Hourly Team Member position:
Be prepared to smile!Happy team members make for happy customers
Ditch the outdated uniform! Our hourly team members wear jeans and t-shirts
Were a no grease zone! You wont go home smelling like an old French fry. Our work environment is clean and safe
This job is fun and flexible!Youve got a life outside of work and we want you to live it fully
Talk about great benefits! We offer medical, dental, vision insurance.* Tuition reimbursement, 401(k) with an employer match, performance-basedpay and meal discounts!
Get ready to learn and grow!Wantto advance in your career? Wecant wait to help you do just that
Same day pay available!
Job Requirements:
Greet and interact with guests
Sell, serve and prepare our deliciousmenu items
Prepare the restaurant to be a welcoming environment for each and every guest
* Must satisfy one year of service and meet ACA eligibility requirements
The Saxton Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Required
Preferred
Job Industries
Food & Restaurant
$9-15.5 hourly 2d ago
OT Cybersecurity Analyst
The Jupiter Group, Inc. 3.9
Research analyst job in Houston, TX
The Cybersecurity Analyst is responsible for monitoring, documenting, and supporting the cybersecurity posture of client's IT and OT environments. This role focuses on reviewing and analyzing security alerts, identifying vulnerabilities, maintaining cybersecurity configurations, and escalating potential threats or incidents to senior team members. The analyst leverages data from multiple cyber defense tools (e.g., SIEM, IDS/IPS, firewalls, network traffic logs) to detect, analyze, and mitigate cybersecurity threats across corporate and operational technology networks.
Essential Duties & Responsibilities
Monitor, detect, identify, and alert on potential cyberattacks, intrusions, anomalous activity, and misuse events
Analyze alerts and logs to distinguish malicious activity from normal system behavior
Support protection of corporate and operational networks through continuous monitoring and analysis
Analyze logs, packets, and security messages from various systems and applications
Identify cyber threat tactics, techniques, and methods (TTPs)
Identify, document, and help remediate gaps in the organization's cybersecurity posture
Test systems for vulnerabilities and support vulnerability management initiatives
Document and escalate incidents in accordance with established procedures
Respond to urgent cybersecurity events and incidents, including after-hours support as needed
Review incidents to determine root cause and operational impact
Monitor external threats and hostile content directed toward organizational or partner interests
Recommend procedural improvements to support strong cyber hygiene
Prepare threat briefings, situational updates, and threat activity reports
Track and report on adversarial activity across enterprise environments
Environment & Technical Focus
Corporate IT network supporting internet access, routing, security policies, and user access
Operational Technology (OT) environments supporting building systems such as:
HVAC, lighting, and electrical systems
Access control and CCTV
Building automation and scheduling systems
Medium-sized, distributed campus environment with fiber-optic infrastructure
Multiple building environments, each operating as an isolated network within a single domain
Exposure to log collection, remote troubleshooting, and system monitoring across both IT and OT systems
Education & Required Experience
Associate's or Bachelor's degree in business, technology, or a related field preferred
3-5 years of experience in IT security or cybersecurity
Experience with SIEM platforms, IDS, and IPS technologies
Experience working with logs, network packets, and security event data
Basic scripting skills (Python, PowerShell, Bash)
Experience with vulnerability management and testing
Experience with network packet analysis
Experience with log analysis and log management
Experience with cloud security management interfaces
Experience with enterprise authentication systems (e.g., Active Directory, IAM platforms)
Incident handling and response experience preferred
Working knowledge of:
Core cybersecurity concepts (CIA triad, encryption, risk management)
Networking protocols and traffic flow
Cybersecurity threats, vulnerabilities, and threat hunting
Cybersecurity laws and regulations
Familiarity with security frameworks such as NIST and MITRE ATT&CK preferred
Understanding of differences between IT and OT network environments
Experience working on project teams; project management exposure preferred
Intermediate understanding of threat intelligence research and methodologies
Familiarity with adversarial TTPs
$47k-74k yearly est. 4d ago
Demand Analyst
Campuspoint
Research analyst job in Dallas, TX
Our client is a global leader in innovative orthopedic and medical solutions developed to improve patient care. With over three decades of experience in the orthopedic industry, our mission is to aid the afflicted through the ingenuity of our minds, the labor of our hands, and the compassion of our hearts. The company is headquartered in Hillsboro, Oregon, and has a global sales and distribution network supported by offices worldwide.
Compensation: $38-$42/hr DOE
Availability: Monday - Friday 8am - 4:30pm. This role is set to start ASAP and will last for 6 months, with the possibility of becoming permanent.
The Demand Analyst will be responsible for supporting the end-to-end monthly reporting for the Consensus Demand Planning process, including collaborative reporting globally across multiple functions within the organization & with external partners. Using KPI metrics, statistical models, and market analysis, the demand analyst will evaluate submitted forecasts and assess how proposed demand events may impact sales volume.
Duties & Responsibilities:
Forecast evaluation and analysis - Analyze and evaluate submitted demand forecasts using statistical models and market analysis, assess the impact of proposed demand events on sales volume, inventory levels, identify trends, anomalies, and potential risks in demand forecasts.
Facilitate meetings and discussions to develop reporting and key metrics for presentations and key analysis to support the development of a rolling 24-month baseline demand forecast using statistical analysis and cross-functional inputs.
Documents and creates scenario planning for future initiatives (New Product Introduction / NPI) and state of the business, including opportunity/risk assumptions, Inventory Excess & Obsolescence (E&O) reserves, and cannibalization.
Collaborates with key Demand-side stakeholders for inputs in a manner that ensures their tasks are intuitive, so that little to no training is required for success, and streamlined, so that it takes little time.
Aids in the discussions at for demand planning multiple monthly Consensus Meetings and the Integrated Business Planning (IBP) Demand Review.
Keep detailed records, generate reports, and develop presentations to support the evaluation of Demand Plan performance, improvement efforts, problem-solving, and Demand shaping initiatives.
Create data visualizations and manage KPIs including eliminating Demand Plan bias, reduce error and smooth Demand volatility while comparing forecast to financial budgets and explaining differences, develop and maintain dashboards and reports to track demand planning performance, present insights and recommendations based on KPI analysis to stakeholders.
Continuously improve demand planning processes, tools, and methodologies, implement best practices and innovative approaches to enhance forecast accuracy, and collaborate with IT and other departments to optimize demand planning systems.
Communicate key insights and demand planning updates to relevant stakeholders; work closely with sales, marketing, finance, and supply chain teams to align on demand expectations; prepare and deliver presentations on demand analysis; and forecast performance.
Ensure the accuracy and integrity of demand planning data, maintain and update demand planning databases and systems, and conduct regular data validation and reconciliation to support reliable forecasting.
Analyzes demand used for calculating inventory turns and proposes targeted promotions/discounting to reduce E&O reserves.
Qualifications:
Bachelor's degree in Business, Supply and Logistics or related field required or a combination of education and experience.
Proven experience in demand planning or a related analytical role and strong analytical skills and proficiency in statistical modeling.
Excellent written and verbal communication skills and strong time management skills needed to multi-task in a fast-paced environment.
Ability to work independently and manage complex problems and projects and collaborate on business intelligence (PowerBI, Tableau, Qlikview, SAP Analytics Cloud preferred) and data solutions.
Experience in regulated industry manufacturing, preferably med-device, to proactively anticipate and address potential issues and exceptions.
APICS/ASCM/IBF certification or Operations/Industrial Management education/certification a plus.
Proven proficiency with working with data from ERPs (SAP(IBP), Kinaxis, Logility, O9 or similar experience demand planning software preferred), Microsoft Office (proficient with Excel and PowerPoint), Forecast Models, and Inventory Strategies.
Demonstrated ability to work in a team environment, including working with Sales, Product & Supply teams.
Ability to read and speak English sufficiently to read, understand, and complete all paperwork.
Strong analytical, organizational, decision-making, presentation skills, and time management skills, including statistics, forecasting, and forecasting methods, with an understanding of financial and operational implications.
CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
If you need assistance or an accommodation due to a disability, you may contact us at ****************** or 1+************ (ask to speak with an HR representative). The process is outlined in CampusPoint's ADA Policy.
$38-42 hourly 1d ago
Utilities Analyst
Newgen Strategies & Solutions
Research analyst job in Richardson, TX
Water Utility Financial Analyst/Consultant
NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals.
Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do.
At NewGen, our employees are our greatest asset, and every team member-at every level-has a voice.
The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We're looking for SOLVERS-people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you'll work directly with industry experts to build your skills while supporting water utility clients across the country.
Key Roles
Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators
Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models
Create understandable data visualizations using charts and user-friendly dashboards
Clearly communicate results to clients in written reports and PowerPoint presentations
Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making
Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices
Required Qualifications
Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field
1 to 3 years of experience in a finance- or data-related role
Strong working knowledge of Microsoft Excel
Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.)
Basic knowledge of Microsoft Word and PowerPoint
Preferred Qualifications
Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI
Experience in the utilities industry
Knowledge of programming languages for data analysis, such as Python, R, or SQL
Qualities
At NewGen, we're looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is:
Structured - organized, methodical, and grounded in sound reasoning
Ownership-driven - takes initiative and accountability for outcomes
Logical - approaches problems with clear, evidence-based thinking
Versatile - adapts quickly to changing needs, roles, and client priorities
Elevating - lifts others through collaboration and positive influence
Resourceful - finds creative, effective solutions even with limited information
Additional qualities include:
Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!)
Exceptional attention to detail
Excellent written and verbal communication skills
Highly organized, with the ability to self-manage multiple priorities and deadlines
Ability to transform, combine, analyze, and summarize large (and often messy) data sets
What We Offer
Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment.
Base compensation of $65,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities.
Annual bonuses of 8%, contingent on personal and company performance
401K plan with matching contributions
Medical and dental insurance
Paid vacations and holidays
Paid maternity and paternity leave
Meaningful opportunity for career progression within the organization
Flexible work schedules (while being mindful of client deadlines)
Ongoing training
Office snacks and occasional group lunches and team-building activities
Additional Information
Location: Richardson, TX. In-person with the option to work from home two days per week.
Employee Type: Full-time. Exempt. Some overtime and travel will be required.
Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
$65k-75k yearly 3d ago
Deal Desk / Pricing Analyst (Telecom)
Nextgen | GTA: A Kelly Telecom Company
Research analyst job in Houston, TX
📍 Houston or Dallas, TX (Hybrid)
About the Role
A growing Texas-based telecommunications provider is seeking a Deal Desk / Pricing Analyst to support Sales with complex pricing, custom quotes, and deal analysis. This role sits within a newly formed Customer Experience organization and plays a key role in improving how pricing and quoting processes operate across the business.
This is not a customer support or CX strategy role. The position focuses on pricing execution, sales support, and process improvement in a telecom environment.
Key Responsibilities
Pricing & Quoting (Primary Focus):
Prepare and support custom quotes and re-quotes for new deals and renewals
Partner closely with Sales on deal structure, pricing strategy, and approvals
Coordinate pricing inputs and approvals across Engineering, Construction, Operations, and Finance
Validate pricing assumptions and ensure accuracy prior to release
Manage quote requests through CRM and ticket-based workflows
Analysis & Reporting:
Analyze pricing data, quote volume, turnaround time, and win/loss trends
Support reporting and data analysis to improve pricing effectiveness
Assist with customer-facing materials such as QBRs and pricing summaries
Process Improvement & Projects:
Identify inefficiencies in pricing and quoting workflows and recommend improvements
Support initiatives to scale a centralized quote desk function
Assist projects that increase customer self-quoting adoption
Identify recurring pricing or process issues and recommend corrective actions
Environment & Products
Fiber / telecom services provider
Pricing primarily for Ethernet and Internet services, with some exposure to Wave and Dark Fiber
Mix of wholesale and enterprise customers
Many quotes require construction review, route validation, and cross-functional approvals
Required:
Experience in pricing, quoting, deal desk, or sales operations
Strong analytical skills and comfort working with Excel and data
Experience partnering closely with Sales on pricing support
Ability to work independently in a project-based, evolving environment
Strong attention to detail and follow-through
Preferred:
Telecom, fiber, utilities, energy, logistics, or other complex pricing environments
Experience with CRM systems and quoting tools (CPQ or similar)
Background in process improvement or operations
This role is not intended for:
CX strategy-only profiles
Customer support or call center management
Marketing-focused CX roles without pricing experience
Location & Schedule
Hybrid: primarily remote with occasional in-office meetings
Houston or Dallas preferred
Flexibility to attend team or company meetings as needed
Compensation & Process
$68,000-$82,500 base salary (limited flexibility for strong candidates)
Individual contributor role
Two-round interview process; first round virtual
Start date flexible
Why This Role
This is a high-impact opportunity within a new and growing team where the right candidate can influence pricing processes, improve deal execution, and grow alongside an evolving organization.
$68k-82.5k yearly 4d ago
Research & Data Analyst
City of Pflugerville, Tx 3.9
Research analyst job in Pflugerville, TX
It's a great time to be in Pflugerville! The person we seek will believe in and exhibit the City's P.F.I.R.S.T. core values: Positive, Forward-thinking, Integrity, Resilience, Service, and Teamwork. All City of Pflugerville employees, both full-time and part-time, are able to take advantage of a generous 457 deferred compensation plan and a 100% paid employee assistance program that offers financial, legal, mental, and career coaching and much more!
Most City job postings remain open for 30 days, though some may be extended. Hiring managers typically begin contacting applicants within 1 - 30 days, but in some cases, contact may occur up to 60 days after posting.
If selected for an interview, you will be contacted directly by the hiring manager. Applicants who do not meet the minimum qualifications will usually receive a notification within 30-60 days.
If you have not heard back after that timeframe or have questions about your application, please contact People & Culture.
Job Summary
The Research & Data Analyst plays a critical role in providing data-driven insights to inform the Pflugerville Community Development Corporation's (PCDC) business recruitment and economic development strategies. This position conducts in-depth research and advanced quantitative and qualitative analyses of demographic trends, market conditions, consumer behavior, startup ecosystems, and the competitive landscape to identify optimal job sectors, commercial retail categories, restaurant concepts, and emerging industries for targeted recruitment.
The Analyst evaluates site availability and suitability by aligning business needs with community assets, infrastructure, and regulatory conditions. This role exercises independent judgment in designing analyses, interpreting results, and developing strategic recommendations that directly support PCDC decision-making. The position requires strong analytical skills, proficiency in data analysis and visualization tools, and the ability to translate complex datasets into clear, actionable insights that maximize positive economic impact for the citizens of Pflugerville.
Essential Job Functions and Other Important Duties
* Identify and prioritize target job sectors aligned with Pflugerville's workforce, infrastructure, and long-term economic development goals using data-driven research.
* Analyze market demand to determine high-potential retail and restaurant concepts that meet community needs and preferences
* Conduct in-depth analysis of the startup and innovation ecosystem to identify promising sectors based on local assets, workforce, and regional resources.
* Analyze available commercial and industrial sites, including zoning, infrastructure, utilities, accessibility, and regulatory considerations.
* Evaluate site suitability for targeted businesses based on operational requirements such as size, utilities, transportation access, and workforce availability.
* Develop, maintain, and update a comprehensive database of available commercial and industrial properties.
* Utilize Geographic Information Systems (GIS) to map and analyze site, demographic, and market data.
* Conduct advanced data analysis using statistical software and visualization tools to identify trends, patterns, and insights.
* Provide analytical support for business recruitment strategies, site selection efforts, and marketing materials.
* Assist in developing business cases, reports, dashboards, and presentations that communicate findings clearly to internal and external audiences.
* Respond to data and research requests from PCDC staff, community partners, and business prospects in a timely and accurate manner.
* Contribute to the development of metrics and performance measures used to track recruitment success and economic impact.
* Communicate research findings and strategic insights effectively through written reports, presentations, and verbal briefings.
* Assist in the development, maintenance, and improvement of PCDC's data infrastructure, tools, and analytical processes.
* Maintains reasonable availability via personal cell phone to address job-related matters as needed, including the use of City-approved applications.
* Perform other duties as assigned in support of PCDC's mission and objectives.
* Perform other assigned duties.
Job Qualifications
Formal Education: Bachelor's degree in economics, Business Administration, Urban Planning, Statistics, Data Science, Market Research, or a closely related field. Relevant experience may be considered in lieu of a specific degree
Relatable Work Experience: One (1) year or more of professional experience in a research and analysis role, preferably in market research, economic development, business analysis, or a related field. Familiarity with database management, data organization principles, and handling large or complex datasets.
Training, Licenses, and Certifications: Valid Class C Texas driver's license.
Disclaimer: Unless otherwise stated, applicants are permitted to substitute two years of related full-time experience for one year of higher education or one year of related higher education for two years of experience in order to meet the minimum requirements of the job. One year of full-time experience is defined as 30 or more hours worked per week for 12 months. One year of higher education is defined as 30 credit hours completed at an accredited college or university.
Knowledge, Skills, and Abilities Needed & Environmental Factors and Other Physical Requirements
Knowledge of economic development principles, market research methodologies, and data-driven decision-making practices.
Working knowledge of demographic, labor force, real estate, and industry data sources used in economic and community development.
Working knowledge of Geographic Information Systems (GIS) and its application in spatial, site, and market analysis.
Understanding of data governance, data quality standards, and basic database management concepts
Proficiency in data analysis tools and statistical software, such as Microsoft Excel, SPSS, R, and/or Python, for analyzing large and complex datasets.
Experience using data visualization and business intelligence tools, such as Tableau and/or Power BI, to create dashboards, charts, maps, and reports that communicate insights effectively.
Strong research skills, including the ability to collect, validate, synthesize, and interpret quantitative and qualitative data from multiple sources.
Ability to conduct in-depth analysis, identify key trends and patterns, draw logical conclusions, and develop data-driven recommendations that support business recruitment and economic development strategies.
Effective technical writing skills to prepare reports, summaries, business cases, and marketing support materials.
Strong verbal communication and presentation skills, with the ability to explain complex data and analytical findings clearly and concisely to technical and non-technical audiences.
Ability to translate complex datasets into actionable insights that support strategic decision-making and policy development.
Ability to manage multiple projects, prioritize tasks, and meet deadlines with minimal supervision.
Ability to collaborate effectively with internal staff, external partners, consultants, and business prospects.
Ability to respond to data requests accurately and efficiently while maintaining confidentiality and data integrity.
Ability to learn new tools, datasets, and analytical techniques as organizational needs evolve.
Subject to sitting and standing to perform essential functions in an office environment with occasional fieldwork.
Visual acuity, speech, and hearing; hand and eye coordination, and manual dexterity necessary to operate office equipment.
Regularly scheduled for a 5-day, 40-hour workweek, Monday through Friday, required to work extended hours and attend night meetings and conferences.
If you are someone interested in making a difference in the community and wish to be a part of the Pflugerville team, go to pflugervilletx.gov under Employment Opportunities and apply today!
For more details about the benefits offered by the City, please visit: Benefits | Pflugerville, TX - Official Website
Benefits Overview:
* 10 hours of vacation leave per month.
* 8 hours of sick leave per month.
* Medical insurance and benefits provided at zero premium cost to the employee.
* 50% employer dependent health benefits premium contribution.
* Dental benefits are provided at zero premium cost to the employee.
* 24 hours of paid personal holiday leave each fiscal year.
* 10 wellness hours each fiscal year.
* Retirement plan includes a 7% contribution of an employee's gross salary to the Texas Municipal Retirement System (TMRS) with a City contribution match of 2 to 1 (14%) at retirement.
* Military leave.
* Education reimbursement assistance.
To learn more about the benefits offered by the City of Pflugerville, please visit Benefits | Pflugerville, TX - Official Website.
Employer City of Pflugerville
Address PO Box 589
Pflugerville, Texas, 78691-0589
Phone **************
Website ***************************************************
$43k-57k yearly est. 32d ago
Research Data Analyst
The Kings University 4.2
Research analyst job in Southlake, TX
Reporting to the Director of Institutional Effectiveness, the Research Data Analyst provides foundational expertise in research data management, analysis, and methodology needed for supporting The King's University's assessment and research projects, data collection, and decision-support services. The person in the position will combine a passion for research design with experience in managing and improving quantitative data assets and processes.
RESPONSIBILITIES
The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description.
Position Specific Responsibilities
Advises and supports the development of analysis plans for institutional studies and other data collection efforts; proposes additional data sources (e.g., IPEDS) to augment analyses.
Leads the development and routine maintenance of standards for institutional survey design and sampling.
Reviews and contributes to online survey programming. Supports the technical development of data collection tools, including the use of customized code for supporting special online survey requirements.
Collaborates with the Data Governance Team to develop and maintain standards for data quality; identifies, proposes, and implements improvements to data cleaning and preparation procedures.
Leads effort to automate data analysis needs in support of templated research products and services.
Collaborates on the development of interactive data visualization, self-service reports, and dashboards that give both internal and external end-users the ability to analyze, communicate, monitor, and plan for the future.
Advises on dataset formatting and needs, as well as data integration needs.
Reviews institutional products and publications for appropriate analyses and statistical content, including review of infographics and data visuals.
Respond to and prepares deliverables for ad hoc analysis requests from internal and external customers.
Manage the budget and ensure effective use of fiscal resources.
Identify and recommend policies and procedures related to the research practices of the University; plan and implement new operating procedures and technology to advance and improve service quality and efficiency of service delivery.
Perform other related duties as assigned and participate in special projects as assigned.
University-Wide Responsibilities
Model core organizational beliefs and values; communicate openly and effectively within and across departments. Establish and maintain professional communication and ensure that all interactions are supportive, courteous, and respectful (TKU Social Covenant).
Utilize effective communication skills to present information accurately and clearly both internally and publicly.
Participate in professional development activities that are aligned with university, departmental and individual goals.
Maintain accurate and complete records as required by governing entities (DOE, TRACS, ABHE, etc.); file all physical and computerized reports, records, and other documents required.
Attend and participate in staff meetings and serve on committees as required.
Comply with all policies, operating procedures, legal requirements, and verbal and written directives.
Perform other related duties as assigned.
QUALIFICATIONS
Education:
Bachelor's degree in statistics, biostatistics, economics, computer science, mathematics, or related field or bachelor's with equivalent experience.
Master's degree preferred.
Experience:
2-3 years experience in higher education.
Experience with data visualization platforms (e.g., Tableau, Microsoft BI).
Experience and use of computer software packages commonly used in survey research (e.g., Survey Monkey, Alchemer).
Proficient with standard statistical techniques such as linear regression models, linear mixed models, clustering, m factor analysis, time-service models, and power/sample size estimation, data mining. 3-5 Years preferred.
Experience with statistical packages (e.g., SPSS, SAS) is preferred.
Experience with course evaluation packages (e.g., CoursEval, Watermark's Course Evaluations and Surveys) is preferred.
Competencies:
Excellent verbal and communication skills.
Commitment to Excellence
Planning and Organizational skills
Attention to detail
Self-Starter
Problem-solving
Data Analysis
Aptitude for technology
System Thinking
Other Requirements
Criminal Background Verification
MENTAL/PHYSICAL/ENVIRONMENTAL DEMANDS
Maintain emotional control under stress
Lift up to 25 lbs.
$57k-65k yearly est. Auto-Apply 60d+ ago
Summer Analyst (2027 )
Trinity Hunt Partners
Research analyst job in Dallas, TX
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.
If you would like more information about how your data is processed, please contact us.
$58k-95k yearly est. Auto-Apply 60d+ ago
Data Analyst Intern
Chasesource 4.1
Research analyst job in Austin, TX
TempToFT
The Employees Retirement System is a Texas government state agency. Our internship program aims to provide a rewarding learning opportunity in mission based work and insights into a career in public service.Our mission is simply stated: ERS offers competitive benefits to enhance the lives of its members.
The Group Benefits Department at ERS supports the administration and financial oversight of benefit programs for state employees and retirees. The team focuses on data accuracy, reporting, and analysis to ensure benefit programs operate effectively and responsibly.
ERS is seeking a Data Science and Analytics Intern to work closely with the Data Science and Analytics team within the Group Benefits Division to gain hands on experience in data reporting, procedure writing, and claims data analysis. This internship provides exposure to the day to day operations of the division and allows the intern to contribute to the overall goals of the organization.
The successful candidate will have the opportunity to work alongside data analysts and subject matter experts on a variety of projects and tasks. Interns will gain valuable experience using reporting tools, databases, and analytical software while building both technical and professional skills in a public sector benefits environment.
Internship responsibilities include, but are not limited to:
Assisting with developing and updating data reports and analysis for ERS benefit programs
Analyzing claims and premium experience for insurance programs to help assess financial integrity
Supporting the development and review of procedures and documentation
Reconciling claims data to payments and researching discrepancies for self-funded benefit programs
Participating in team meetings, brainstorming sessions, and training opportunities
Providing general administrative support for daily operations
Learning and adapting to new tools, processes, or systems as project needs evolve
Providing regular status updates to the supervisor
Identifying opportunities to improve workflow efficiency within the department
Requirements:
Active student at an institution of higher learning in Data Analytics, Statistics, Information Systems, Finance, Business, or a related field
Strong analytical and problem solving skills
Attention to detail and ability to work with large datasets accurately
Basic knowledge of Excel and interest in learning additional data tools
Ability to work both independently and in a team environment
Strong written and verbal communication skills
Motivated, reliable, and eager to learn
Pay Information: The hourly pay for this internship is $23.00.
Start Date: 6/8/2026
End Date: 8/14/2026
Other Information: This position may require access to privileged, confidential, or sensitive data. ERS will a FBI criminal history check on all selected intern candidates.
Please Note: The selected candidate will be employed by a temporary staffing agency and will fulfill a part-time (20-30 hours/week) intern assignment at ERS.
ChaseSource is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, pregnancy, or any other legally protected status. #AmishERS
23.00
$23 hourly 32d ago
2027 Summer Analyst Program - CIB Credit (Houston)
TD Bank 4.5
Research analyst job in Houston, TX
**Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Houston, Texas, United States of America **Hours:** 40 **Pay Details:** $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**2027** **Summer Analyst Program -** **CIB Credit (Houston)**
TD Securities is a market leader in Corporate & Investment Banking (CIB), providing a comprehensive suite of financial services and solutions to large U.S. and multinational corporations, financial institutions and financial sponsors through strategic opportunities and transactions.
CIB Credit is primarily responsible for origination, structuring, execution and monitoring of debt transactions from inception through closing. The team is at the center of the organization, working closely with CIB coverage and various IB product partners.
Our CIB Credit Energy (Houston) Summer Analyst program offers an exciting opportunity to gain hands-on experience and insight into the day-to-day operations of the team. As a summer analyst, you will:
+ Participate in an immersive orientation and rigorous technical training program thatis focusedon building a strong foundation in financial analysis,accountingand valuation skills.
+ Assistin structuring new credit transactions forthe USEnergy clients.
+ Prepare client presentations and credit applications, providing support related to client development, and supporting transaction execution.
+ Conductappropriate market, industry, and client research and risk analysis.
+ Assist Loan Syndications in preparing materials and providing information to lenders in the syndicate.
+ Communicate and defend credit analyses to internal stakeholders following detailed review of changing market conditions, macroeconomictrendsand company-specific risks.
What makes CIB Credit right for you?
+ As part of the CIB Credit team, analystsare responsible forfinancial analysis, market and industry research, financial modeling, valuation, and risk assessment.
+ Our team works closely with Investment Banking and other product groups, including Leveraged Finance, Debt Capital Markets, Equity Capital Markets, Derivatives, Cash Management and Foreign Exchange to generate new business andcross sellopportunities with clients.
+ A summer analyst role within CIB Creditprovidescandidatesthe opportunity to develop effective working relationships with clients, internal and external business partners, and stakeholders throughout the 10-week program.
Who We Are Looking For
+ Pursuing a bachelor's degree withan anticipatedgraduation date between December2027and June 2028.
+ Authorized to work in the United States without the need for employer sponsorship.Forindividualswhose work authorization is or will be based on F-1 optional practical training, your degree oranticipateddegree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension.
+ Results driven, proven academicexcellenceand strong interpersonal skills.
+ High ethical and professional standards.
+ Strong financial/analytical skills, knowledge of MS Excel preferred.
+ Proactive and highly motivated.
+ Able to work effectively in a team environment and independently.
+ Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
**Application Deadline** : February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
**Depth & Scope:**
+ Builds an understanding of the businesses and Customers the role supports
+ May answer and direct incoming calls internally and externally
+ Provides support for Manager and others areas, as indicated
+ May assist in completing various departmental projects/reports
+ May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
+ Analyzes specific accounts
+ Assists in the preparation of specific federal and state returns
+ Assists with projects
+ Assists in the audit requests
+ Assists with operational and administrative functions
+ May support or partner with several business functions/areas/departments
+ Participates in various projects and tasks, as assigned
**Education & Experience:**
+ High School Diploma required
+ Currently enrolled in 4 year college program or post graduate program
+ 3.2 GPA or higher preferred
+ Excellent computer skills, including Microsoft Office
+ Excellent interpersonal skills
+ Demonstrated leadership qualities
+ Good written and oral communications skills
+ Detail oriented and self-motivated
+ Ability to handle multiple tasks in a fast-paced environment
+ Ability to work in an office environment
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$30-45 hourly 14d ago
FID Analyst I
Lone Star National Bank 3.2
Research analyst job in McAllen, TX
The FID Analyst I assists the Financial Intelligence Department in maintaining compliance with all aspects of the Bank's BSA/AML/OFAC and Anti-Fraud Programs. An FID Analyst I is a first tier analyst position that will report to a FID Team Lead and/or FID Manager. An FID Analyst I is tasked with developing an understanding of the Bank's basic analysis and monitoring processes.
ESSENTIAL DUTIES
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.
Reviews and understands standard bank documentation, customer due diligence information, and banking transactions
Performs detailed analysis on accounts that appear to have unusual and/or suspicious activity
Provides detailed documentary evidence to support the analysis performed
Performs assigned quality control reviews and monitoring of the Bank Secrecy Act, USA Patriot Act, Anti-Money laundering, OFAC, customer due diligence, account due diligence and enhanced due diligence on new and existing bank customers and Customer Identification program compliance using industry standard and regulatory guidelines
Processes Currency Transaction Reports (CTR) and Negotiable Instruments Logs
Works closely with Financial Intelligence Department to ensure all CTR's are filed timely and correctly
Contacts branch staff for specific issues relating to CTRs, BSA Monitoring, CDD, Fraud and/or High Risk Review
Performs analysis and investigative research from numerous internal and external sources to complete Customer Due Diligence profiles
Prepares or assists in the preparation of requests for information to customer facing lines of business (i.e. retail, trust, commercial)
Investigates and monitors customer transactions and/or behaviors associated with products or services through the use of automated monitoring systems and reports
Performs timely and accurate research and effective investigations
Performs detailed analysis on accounts that appear to have unusual and/or suspicious activity and provides detailed documentary evidence to support the findings
Assists with monitoring of USA Forms Administration for potential fraud and/or unusual activity
Assists in documenting and maintaining the Bank's compliance efforts on a daily basis by ensuring adherence to the bank's policies and procedures to ensure compliance with all federal and state laws and regulations
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
Qualifications
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
A self-starting individual who possesses an Associates or Bachelor's in Criminal Justice, Business, Finance or a related field is preferred (equivalent banking experience may substitute degree preference)
Six months of prior banking experience is preferred
Basic knowledge of various banking functions such as, retail banking, commercial banking, trade-finance, asset-based lending, loan documentation, financial statements and cash flow analysis is preferred
Fundamental knowledge of BSA, AML/CIP/OFAC and USA Patriot Act regulations
Ability to comprehend related technical language and processes
Ability to maintain confidentiality, good business judgment and exercise discretion in performing daily duties
Strong knowledge of personal computers, office equipment and proficiency with Microsoft Word, Outlook and Excel
Strong interpersonal and communication skills to interact with all levels of Bank personnel
Ability to work effectively in a fast-paced environment and meet deadlines
Attention to detail and mental concentration for accurately performing tasks with frequent interruptions.
Position requires sitting for extended periods of time
Availability to work a flexible schedule, Monday through Friday (8:00 a.m. to 5:00 p.m.), and occasional Saturdays
Bilingual in English and Spanish is desired
ORGANIZATION
This position reports to an FID Manager or FID Team Lead
This position does not oversee other positions
TRAINING REQUIREMENTS
All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
COMMUNITY INVOLVEMENT
Lone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.
LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.
$59k-85k yearly est. 5d ago
Associate Principal, 340B Policy - Apexus
Vizient
Research analyst job in Irving, TX
When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.
Summary:
In this role, you will serve as an expert in the review, analysis, and assessment of 340B and drug pricing policies. You will communicate policy content and its impact on the 340B program and to stakeholders and Apexus leadership and staff. You will serve as a liaison with the Health Resources and Services Administration (HRSA) operational staff to ensure consistency and accuracy of Prime Vendor Program (PVP) policy support including content provided by call center responses, educational programs, and resources with government policy. You will collaborate with leadership and other Apexus staff to ensure consistent and accurate communications with HRSA team members.
Responsibilities:
* Review and evaluate the stakeholder impact of 340B, the Inflation Reduction Act, and adjacent drug pricing guidance, positions, legislation, litigation, and policies.
* Serves as a liaison with HRSA operational staff to ensure consistency and accuracy of PVP policy support, including technical assistance provided by the Apexus Answers call center.
* Maintain HRSA's Frequently Answered Questions in alignment with the HRSA team.
* Develop and review content for 340B policy education and communication.
* Liaise with stakeholders to determine the needs and goals of policies.
* Identify and analyze market trends and conditions impacting 340B and drug pricing policy and provide insights on emerging strategies.
* Maintain collaborative relationships with key stakeholder groups (providers, industry, consultants, and government agencies) engaged with the 340B program.
* Support evaluation of policy impact on business strategies and marketplace.
* Represent Apexus at meetings by preparing and delivering presentations.
Qualifications:
* PharmD, Juris Doctorate, or comparable relevant degree required.
* 10 or more years of relevant experience with deep technical expertise in drug pricing/pharmaceutical-related fields required.
* Prefer deep expertise in CMS policies (IRA, Medicaid, OPPS, pharmaceutical market access, etc.)
* In-depth knowledge of stakeholders, policies, and vendors serving the 340B market is needed.
* Ability to interpret legal and policy documents into concise internal and external communications preferred.
* Prior experience managing multiple project elements at the same time; synthesizing insights from analysis and ensuring credible, actionable recommendations preferred.
* Strong communication and project management skills.
* Willingness to travel.
Estimated Hiring Range:
At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $135,200.00 to $236,600.00.
This position is also incentive eligible.
Vizient has a comprehensive benefits plan! Please view our benefits here:
******************************************
Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities
The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.
$53k-84k yearly est. Auto-Apply 60d+ ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Research analyst job in Austin, TX
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$62k-86k yearly est. Auto-Apply 15d ago
2027 Capital Markets Summer Analyst
Cascadia Capital 3.6
Research analyst job in Austin, TX
Internship Description
Cascadia Capital is a fast-growing investment bank with offices in Seattle, Los Angeles, Austin, Minneapolis, and New York. We're a close-knit team of passionate, client-focused professionals who thrive on delivering impactful results across a variety of industries. We specialize in everything from Business Services to Energy Transition and Climate Tech, and work hand-in-hand with clients to navigate their toughest business challenges.
What You'll Do
As a Summer Analyst at Cascadia, you'll join our Capital Markets team which focuses on serving our private equity and private company relationships with full-service advisory and execution of financing transactions to facilitate acquisitions, growth capital, structured capital, and internal recapitalizations.
Here's what you'll experience:
Financial Modeling & Analysis: Build and refine financial models that support strategic decisions
Client Materials: Assist in preparing pitch books, client presentations, and confidential memorandums
Industry Insights: Conduct deep dives into industry trends and competitive landscapes to guide client strategies
Real-World Exposure: Work directly with senior bankers, contributing to live projects and transactions
Who We're Looking For
We're looking for candidates who are eager to learn, take initiative, and have a passion for finance. If you're a team player who thrives in fast-paced environments, we want to hear from you! Ideal candidates will have:
Strong work ethic and a collaborative attitude
Outstanding writing, research, and communication skills
Critical thinking ability to analyze complex data and distill insights
Leadership and initiative in academic, extracurricular, or work settings
Attention to detail and the ability to stay organized under pressure
Genuine interest in investment banking
What's in It for You?
Training & development: Cascadia's marquee training and apprenticeship program
Location: Internship opportunities in exciting cities! Austin, Los Angeles, Minneapolis, and Seattle
Full-time opportunity: Top Summer Analysts will be considered for full-time Analyst positions after graduation
Requirements
While we don't require a specific major, a solid understanding of finance or accounting will help you hit the ground running
We're looking for candidates with a strong GPA (3.5+ preferred)
Undergraduate students graduating in Fall 2027 or Spring 2028
You must be authorized to work in the U.S. without sponsorship
How to Apply
To apply, please submit your current resume and transcript (PDF format). Applications are rolling and reviewed as such, we encourage students not to wait to apply.
Salary Description $6,000 per month less applicable taxes
$6k monthly 14d ago
RESEARCH & STATISTICS TECHNICIAN - (STC4) INTERNSHIP
Lower Rio Grande Valley Development Council
Research analyst job in Weslaco, TX
Performs moderately complex (journey-level) technical research and statistical work. Work involves assisting with collecting, compiling, and interpreting operational research and statistical data used in planning and executing South Texas Clean Cities & Communities Coalition programs and grants (Clean Cities and Communities: South Texas Clean Cities and Communities Coalition, STC4 (apprentice)). Works under general supervision, with moderate latitude for the use of initiative and independent judgment.
Prepares, collects, and checks source data to verify completeness and accuracy of STC4 program. Computes and analyzes data, using statistical formulas, computers, and calculators. Enters and reviews of program data used in analysis and reporting. Attend, participate in, and occasionally coordinate meetings and events. Assist with the planning, marketing, and implementation of events, including roundtables, training, and other educational events. Organizes documentation such as survey forms and reports for distribution and analysis. Applies statistical formulas and procedures to data and prepares summary reports. Provide support for ongoing development activities, including prospect research, administration of sponsor programs, coordination of marketing materials, and maintenance of donor lists. Assists in developing and implementing research quality control procedures. Assists in compiling reports, charts, and graphs in support of STC4 program mission and initiatives. May assist in planning methods to collect information and developing questionnaires. May assist in conducting surveys using sampling techniques. May guide staff. Local travel may be required. Performs other such related duties as may be assigned.
INTERNSHIP DURATION: 6-Month (Jan. 2026 thru June 2026) Final duration of internship opportunity subject to availability of grant funds.
HOURS PER WEEK: Up to 20 hours
LOCATION: 301 W. Railroad Street Weslaco, Tx. 78596
HOURLY RATE: $14
QUALIFICATION: Experience in research or statistical work. Current and continued enrollment in an accredited four-year college or university with major coursework in business, communications, engineering, environmental science and /or urban planning with at least 90 credit hours completed are strongly preferred. Proof of enrollment must be provided.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
Detail oriented and highly organized with ability to multi-task and a disciplined self-starter who thrives in both team and individual environments. Demonstrate proficiency in both oral and written communication.
Knowledge of standard research and statistical procedures and techniques, and of computer applications used to perform statistical analyses.
Skill in critical thinking, in conducting research, and in the use of a computer and applicable office software.
Ability to compile, analyze, and interpret statistical data; to communicate effectively; read, write and speak both English and Spanish; Follow strict rules regarding the gathering, decimating, and storage of documents, reports, and other information.
“Equal Opportunity Employer/Protected Veteran/Disability”
How much does a research analyst earn in McAllen, TX?
The average research analyst in McAllen, TX earns between $38,000 and $88,000 annually. This compares to the national average research analyst range of $45,000 to $107,000.